← Back
C

$ Value

Shares

158,278

Price

Filed

Dec 15

Insider

Name

RACHLEFF ANDREW S

Title

CIK

0001190190

Roles

Director 10% Owner

Transaction Details

Transaction Date

2025-12-15

Code

C

Table

Derivative

Ownership

Indirect

Equity Swap

No

Shares After

Footnotes

Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series D Convertible Preferred Stock, Series E Convertible Preferred Stock, Series F Convertible Preferred Stock, Series G Convertible Preferred Stock, or Series G-1 Convertible Preferred Stock (collectively, "Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering of its Common Stock, each share of Preferred Stock automatically converted into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date. | The reported securities are directly held by the Rachleff Family Revocable Trust UTD 5/19/92, for which the reporting person and his spouse serve as co-trustees, and of which the reporting person and his household members are the beneficiaries. | The reported securities are directly held by The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary. | The reported securities are directly held by The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015, for which the reporting person and his spouse serve as co-trustees, and of which their child is the beneficiary.

Filing Info

Accession No.

0001190190-25-000004

Form Type

4

Issuer CIK

0001524566

RACHLEFF ANDREW S's History

Date Ticker Type Value
2026-03-15 WLTH M $0
2026-03-15 WLTH M $0
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C
2025-12-15 WLTH C

Other Insiders at WLTH (90d)

Insider Bought Sold Last
WILSON L MICHELLE 2026-03-15
RACHLEFF ANDREW S 2026-03-15
GOLDMAN KENNETH A 2026-03-15
KILAR JASON 2026-03-15
IYER KAL
VP, Engineering
2026-03-16
Wetterwald Julien
Chief Technology Officer
2026-03-16
Fortunato David
CEO and President
$10.7M 2026-03-20
Bisharat Jaleh 2026-03-15
Imberman Alan
CFO and Treasurer
2026-03-16
Lin Lauren
CLO, CCO and Secretary
2026-03-16
Schmidt Michael Reed 2026-03-15